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Some people, once they begin the process of making out their will, want to throw EVERYTHING they can think of into the document. STOP! Not a good idea. Some things are appropriate to include, and several are not.    First, remember that a will goes through a...

Hot off the "press," as they used to say, published by Kiplinger online May 16, 23. Written by Marguerita M. Cheng, this is a good article about our digital life and some tips on how to set up a digital estate plan. This is good information for anyone with online...

If you are the only member of your family living in Ohio, this post is for you. Whether it is because everyone else moved away or you are a transplant, the result is the same – you don't have family members living here. So what does that mean for you when you decide...

Living in Ohio offers many advantages, but you may not know that, unlike other states, Ohio doesn't have what is referred to as the "death tax." I ran across this article by Katelyn Washington, published by Kiplinger on May 9, 2023. I thought you'd be...

According to the most recent US Census figures (2019), "The number of unmarried partners living together in the United States nearly tripled in two decades from 6 million to 17 million or 7% of the total adult population". The statistics are likely about the...

Can a spouse override a beneficiary in Cincinnati? The short answer is no. But let's look at this more closely, so we understand how it works. When we think of a beneficiary, we generally think of instruments such as life insurance policies. Those always come with the...

I found this article online at GOBANKINGRATES.com. It was written by Rachel Hoffman (with contributions by Jake Arky and Jordan Rosenfeld) and published on 10/3/2022. Read on to discover why these super-wealthy individuals won’t (or didn’t) share their riches with...

If you die without a will, that is called dying “intestate.” How complicated it gets from that point forward depends on at least a few key factors. First, how many individuals would be in line to inherit? A spouse, one or more children, siblings, parents? If you have...

As an estate planning attorney, I found this article by Michelle Herting for The Press-Enterprise quite interesting. These are good points to remember as you create or update your estate plan.      "One of the most attractive features of a trust is that it allows you...